Training course · Google Gemini · Sales

Google Gemini for Sales Teams

Make productive use of Google Gemini and Gemini in Workspace: Docs, Sheets, Gmail, Meet, custom Gems and NotebookLM for your sources.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Google Gemini for Sales Teams” is a hands-on course for roles such as Account managers and key account managers, Business and sales development representatives and Sales managers and directors. Rather than learning Google Gemini in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Sales.

For organisations running on Google Workspace, Gemini is the natural AI assistant: it is available as a standalone app and is also built directly into Gmail, Docs, Sheets, Slides, Drive and Meet. In this practical day you learn to combine both access points deliberately. You summarise email threads and draft replies, create document drafts based on existing files in Drive, structure and analyse spreadsheets in Sheets and have Meet take meeting notes automatically – always with a focus on your own day-to-day workflows.

You also build your own Gems: specialised assistants with fixed instructions and knowledge files that standardise recurring tasks across the team. With Deep Research you produce well-founded research reports, and you use NotebookLM as a source-grounded workspace that answers only from your own documents and cites the relevant passages. A dedicated module covers data protection and administration in Workspace environments. You leave with tested prompts, a working Gem and a clear picture of which Google tool suits which task.

In sales, the quality of preparation and customer communication decides whether a deal closes. Generative AI helps sales teams spend more time with customers and less on admin. AI assistants research companies and contacts from public sources, prepare call guides, draft personalised emails, summarise meeting notes and create proposal drafts. AI agents and automation maintain CRM data, prioritise leads and remind reps about follow-ups. For sales leaders, pipeline analysis and forecasting become faster and more transparent. The key is to use AI to support genuine relationships rather than mass, impersonal outreach. With clean CRM data, clear processes and privacy-compliant tools, AI becomes a productivity lever across the entire sales cycle.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Account managers and key account managers
  • Business and sales development representatives
  • Sales managers and directors
  • Inside sales and sales operations
  • Pre-sales and solution consultants

Typical challenges we address

  • Finding time for research and preparation alongside day-to-day business
  • Keeping CRM data complete and up to date
  • Creating tailored proposals and tender responses quickly
  • Assessing pipeline and forecast realistically

What you will be able to do

  • You use Gemini in Gmail, Docs, Sheets, Slides and Meet for your recurring tasks.
  • You write prompts that bring existing Drive files and emails into the context.
  • You build a custom Gem and share it with your team.
  • You work source-grounded in NotebookLM and obtain referenced answers from your own documents.
  • Prepare customer meetings faster and more thoroughly with AI.
  • Create personalised outreach, proposals and follow-ups efficiently and authentically.
  • Automate CRM maintenance and pipeline analysis in compliance with the GDPR and marketing rules.

Course outline

Module 1 Gemini fundamentals and effective prompts
  • The Gemini app and Gemini in Workspace: access points and use cases
  • Prompts with task, context, format and references to Drive files
  • Web search, Deep Research and checking sources
  • Limitations, hallucinations and critical evaluation of output
Module 2 Gmail, Docs and Slides
  • Summarising email threads and drafting context-aware replies
  • Drafting, rewriting and tailoring documents in Docs
  • Pulling in and combining content from Drive files
  • Creating presentation content and images in Slides
Module 3 Sheets and Meet
  • Structuring tables, generating formulas and cleaning data
  • Analyses, summaries and charts in Sheets
  • Letting Meet take meeting notes automatically
  • Deriving action items and decisions from meeting notes
Module 4 Gems and NotebookLM
  • Creating custom Gems with instructions and knowledge files
  • Testing, improving and sharing Gems with the team
  • NotebookLM as a source-grounded workspace for your own documents
  • Generating summaries, study aids and audio overviews from sources
Module 5 Data protection, administration and rollout
  • Privacy commitments for Workspace customers versus personal accounts
  • Drive sharing settings and how they affect Gemini results
  • Handling personal and confidential data in line with GDPR
  • Usage policies and quality assurance within the team
Module 6 Practice lab: Sales
  • Account research
  • Personalised outreach
  • Call preparation and objections
  • Meeting notes and CRM updates
  • Proposals and tenders
  • Pipeline analysis
Module 7 Data protection, quality & transfer to daily work
  • Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Account research

An AI assistant summarises public information on target companies, such as annual reports, press releases and job ads, and derives likely challenges, stakeholder roles and conversation starters.

Personalised outreach

Research and product knowledge are turned into individual emails, LinkedIn messages and follow-ups that address the customer's situation instead of sending generic templates.

Call preparation and objections

AI creates call guides with discovery questions, typical objections and suitable responses and simulates sales conversations as role plays to prepare for difficult meetings.

Meeting notes and CRM updates

Notes or transcripts are turned into structured summaries with next steps, decision-makers and budget information and entered into the CRM as a draft.

Proposals and tenders

AI helps assemble proposal text, value arguments and answers to RFP questionnaires from existing content blocks and tailor them to the customer's requirements.

Pipeline analysis

CRM exports are analysed, stalled opportunities identified and forecast risks commented on, so pipeline reviews focus on concrete actions rather than on updating spreadsheets.

Prerequisites

Confident everyday use of Google Workspace (Gmail, Drive, Docs, Sheets); no prior AI knowledge is required. You work in sales or inside sales and use a CRM system in your daily work.

Technical requirements

A laptop with an up-to-date browser and a Google Workspace account with Gemini features enabled; alternatively a Google account for the Gemini app and NotebookLM.

Data protection & compliance

Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Wed, 25 November 2026 Online Request
  • Tue, 8 December 2026 Salzburg Request
  • Tue, 15 December 2026 Online Request
  • Mon, 11 January 2027 Online Request
  • Mon, 18 January 2027 Bremen Request
  • Wed, 27 January 2027 Online Request

Frequently asked questions

What is the difference between the Gemini app and Gemini in Workspace?

The Gemini app is a standalone chat assistant for research, writing and analysis. Gemini in Workspace works directly inside Gmail, Docs, Sheets, Slides and Meet and can draw on your emails and Drive files. In practice they complement each other: the app for open questions, the integrated version for work on specific documents.

Why would I use NotebookLM in addition to Gemini?

NotebookLM restricts its answers to the sources you upload – policies, studies or project files, for example – and points to the relevant passages. This reduces hallucinations and works well for getting up to speed on a topic, building internal knowledge collections or preparing training material. Gemini is broader in scope and can also draw on the web.

Is my Workspace data used to train Gemini?

For Google Workspace customers, Google commits that content from Gmail, Drive and other services is not used to train models outside your domain without permission. Different rules apply to personal accounts. Either way, GDPR and your internal policies remain decisive – in the course we review the relevant settings together.

May we use AI for automated cold outreach?

AI can prepare and personalise outreach, but the legal framework stays the same: in Germany, marketing emails generally require prior consent and B2B cold calling at least presumed consent. We show how to integrate AI into your prospecting process in a legally sound way across your target markets.

How do we connect AI to our CRM?

Many CRM systems offer built-in AI features or interfaces that automation platforms can use to read and write data. To get started, exports and copy-and-paste workflows are often enough. In the course we discuss which level of integration suits your team and how to safeguard data quality.

How much does “Google Gemini for Sales Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

More courses for Sales Teams

More Google Gemini courses

All 45 Google Gemini courses

Google Gemini · MunichGoogle Gemini · SalzburgGoogle Gemini · BerlinGoogle Gemini · AugsburgGoogle Gemini · HanoverGoogle Gemini · BremenGoogle Gemini · StuttgartGoogle Gemini · KaiserslauternGoogle Gemini · Online